With INR 30,000 cr Assets under Management (AUM), Edelweiss Global Wealth Management (EGWM) is one of India’s leading Wealth Management businesses that offers an integrated platform to address the personal and business needs of Next Generation Entrepreneurs, Senior Executives (CXOs), Family Offices and Institutional Groups. 

As part of Edelweiss Financial Services, EGWM’s AUM has grown at a CAGR of 73% over the last 3 years. The business continues to flourish as it adds around INR 1,000 cr of AUM every month. We are dedicated to ensure that we remain the most trusted advisor in the wealth management space. 

Our purpose: “Help clients capture opportunities and trends in the financial markets and protect them from risks in a volatile world.” 

The team consists of 45 financial advisors, present across 5 regions – Mumbai, Delhi, Kolkata, Bangalore, and Chennai – constantly strives towards building a more exciting work environment. The highly experienced team comprises of a diverse set of people with rich experience not only in wealth management, but also in Investment Banking, Capital Markets, Currencies and Fixed Income.

Our value proposition is built on three (3) core pillars – 

• 360 degree advisory solutions – Investment Strategy and Execution, Financing, Corporate Treasury Management, Asset Reconstruction, Foreign Exchange, Wealth Structuring, Asset Protection, Asset Transfer, Strategic Advice.
• Our team has a deep understanding across asset classes, and we generate value by leveraging proficient teams (Institutional Equities and Fixed Income desk, Investment Banking, Global Asset Management, and GWM Research Team) on the Edelweiss platform.
• Multiple layers of risk management, helps us protect client interest. Apart from looking at portfolio returns, we also manage portfolio level risks, which consist of concentration risk, liquidity risk, credit risk and volatility. We also manage risk by creating portfolios through capital-protected structures and actively hedging portfolios. 

Awards and Accolades:

Edelweiss Structured Product desk, which is the industry leader with more than 50% market share, won the Best Private Banking Solution, Asia Pacific at the Asia-Pacific Structured Products and Derivatives Awards 2015. 

Edelweiss was recognized as the Best Equity Broking House (mid-size) at the BSE - Dun & Bradstreet Equity Broking Awards 2015.

For more details, please visit: https://wealth.edelweiss.in/ 

Key contacts: 

Anshu Kapoor
Head, Edelweiss Private Wealth Management
T: +91 (22) 4088 5757 
E: anshu.kapoor@edelweissfin.com

Sanjana Reddy
GWM Human Resources
T: +91 (22) 2286 4400 
E: sanjana.reddy@edelweissfin.com